The EU will conduct further research into dual food quality standards in response to the concerns of Eastern European members, but the findings are unlikely to lead to disruptive policy intervention for now. That said, a radical overhaul of food quality standards could lead to significant shifts in demand patterns, constituting an unlikely but significant medium-term risk to our consumption...
US-based food and beverage producer PepsiCo is split into six major divisions: PepsiCo Americas Beverages, Frito-Lay North America, PepsiCo Europe, Latin America Foods, PepsiCo AMEA (Asia, Middle East and Africa) and Quaker Foods North America. For most of its soft drink brands, Pepsi North American Beverages (PNAB) manufactures and sells concentrate to licensed bottlers, who sell the branded...
We hold an optimistic outlook for Danone's Waters division, aided by consumers switching to healthier hydration options, investment in brand innovation and strong positioning in emerging markets such as Mexico, where we see ample opportunities for growth.
Refresco Group diversification strategy in different non-alcoholic drink categories, increased co-packing partnerships and favourable market presence will well position the company to take advantage of 'healthification' trends. Specifically water and juice sales growth compared to carbonated soft drinks.
France remains by far Carrefour's most important market with one of the most developed mass grocery retail (MGR) sectors worldwide. Stronger growth opportunities however can be found in Central and Eastern Europe, particularly Poland, which will be a major focal point of the company's European expansion strategy over the coming years.
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Thanks, BMI Research